Jerry, OT - Thanks for your analysis. Concerning RNAi, I had Alnylam on my list, but unfortunately didn't have a position prior to its take off. The C-Met area also looks like there might be some deals coming, so I'm following ArQule and SGX Pharma.
Concerning the macro picture, instead of trying to pick sectors, I've been gradually putting bio profits into the broad indexes for the long haul - Total US / Total International indexes. I still have some CDs in the ultraconservative part of my portfolio, and the broad stock index funds comprise the conservative equity portion.
The "fun" portion of course is bio, though how much fun it is is debatable :o) It's actually a lot of work. I picked up some more Cortex today, and have some additional ammo if it should trend lower. I figure the filing of the IND should be sometime in August. Neuro's point that Neurology wouldn't have liberalized the dose at all if they weren't strongly leaning toward across the board liberalization is making more sense to me.
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